Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund's EIN is 35-6028684.
Download the official 2024 Form 5500 (PDF) for Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $146.8M | 84.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.0M | 2.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | NONE | $1.6M | — |
| NAT'L EMPLOYEE BENEFITS ADMIN-NEBA | 65-0498809 | — | NONE | $554K | — |
| HORIZON ACTUARIAL SERVICES LLC | 26-1370698 | — | NONE | $506K | — |
| COSTCO HEALTH SOLUTIONS | 81-2865195 | — | NONE | $331K | — |
| SONYA HOWARD | 35-6028684 | — | EMPLOYEE | $179K | — |
| DELTA DENTAL PLAN OF INDIANA | 35-1545647 | — | NONE | $132K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $104K | — |
| MEDEXPERT INTERNATIONAL, INC. | 94-3360248 | — | NONE | $98K | — |
| VISION SERVICE PLAN | 06-1227840 | — | NONE | $70K | — |
| AMANDA KELLER | 35-6028684 | — | EMPLOYEE | $65K | — |
| CYNTHIA PITMAN | — | INDIANAPOLIS, IN | FORMER EMPLOYEE | $59K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $50K | — |
| LEDBETTER PARTNERS, LLC | 03-0599899 | — | NONE | $49K | — |
| SUMMER HOWARD | 35-6028684 | — | EMPLOYEE | $41K | — |
| ARIELLE MARTIN | 35-6028684 | — | EMPLOYEE | $37K | — |
| EZ MAILING, LLC | 47-1320725 | — | NONE | $29K | — |
| KMR SYSTEMS | 13-3192128 | — | NONE | $26K | — |
